MGB Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

MGB Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$183K	Buy	1,272 +2	+0.2%	+$289	0.05%	231
2025 Q3	$179K	Hold	1,270	–	–	0.05%	236
2025 Q2	$161K	Hold	1,270	–	–	0.05%	228
2025 Q1	$131K	Hold	1,270	–	–	0.05%	223
2024 Q4	$148K	Hold	1,270	–	–	0.05%	211
2024 Q3	$143K	Hold	1,270	–	–	0.05%	205
2024 Q2	$148K	Buy	1,270 +500	+65%	+$52.6K	0.06%	202
2024 Q1	$80.2K	Hold	770	–	–	0.03%	213
2023 Q4	$74.1K	Buy	+770	New	+$68.5K	0.04%	210

Other funds holding XLK

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return